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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,604 | $48,053-7.2% | $84,628-47.3% | $72,975-38.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.80%-258.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,875 | $1,602+79.5% | $2,653+8.4% | $2,440+17.8% |
| Participant deferral / active EE | $4,155 | $2,681+55.0% | $3,900+6.5% | $3,608+15.2% |
| Admin fee / account holder | $2,247 | $3,395-33.8% | $4,914-54.3% | $5,124-56.2% |